Tali Notman Sells 19,157 Shares of JFrog (NASDAQ:FROG) Stock

JFrog Ltd. (NASDAQ:FROG) CRO Tali Notman sold 19,157 shares of the company’s stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $90.51, for a total value of $1,733,900.07. Following the transaction, the executive directly owned 687,472 shares in the company, valued at $62,223,090.72. This trade represents a 2.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

JFrog Stock Performance

JFrog stock traded down $3.01 during trading hours on Friday, reaching $87.60. 1,655,976 shares of the company’s stock traded hands, compared to its average volume of 2,924,493. The firm has a market capitalization of $10.80 billion, a price-to-earnings ratio of -236.75 and a beta of 1.28. The firm’s 50 day moving average is $89.29 and its 200-day moving average is $68.29. JFrog Ltd. has a fifty-two week low of $34.05 and a fifty-two week high of $105.76.

JFrog (NASDAQ:FROG) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.24 by $0.03. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The firm had revenue of $163.77 million for the quarter, compared to analysts’ expectations of $155.63 million. During the same period last year, the firm earned $0.18 earnings per share. The business’s revenue for the quarter was up 28.7% on a year-over-year basis. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. Analysts predict that JFrog Ltd. will post -0.11 EPS for the current year.

Key JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: DA Davidson and BTIG Research reaffirmed “Buy” ratings with $115 price targets. TD Cowen also maintained a “Buy” rating with a $120 target, while RBC reiterated “Outperform” with a $118 target. The recommendations indicate continued confidence in JFrog’s growth prospects in DevOps, software supply-chain security and artificial intelligence.
• Positive Sentiment: JFrog’s product announcements around zero-touch remediation, continuous compliance, AI-era software supply-chain security and its partnership with Wiz could expand the company’s addressable market and strengthen its competitive position. JFrog zero-touch remediation announcement
• Neutral Sentiment: JFrog’s CEO Shlomi Ben Haim sold 37,232 shares worth approximately $3.4 million to cover tax withholding related to vested equity awards. Because he retained roughly 4.5 million shares, the transaction is less significant as a discretionary bearish signal. JFrog CEO insider sale
• Negative Sentiment: Security researchers reported that attackers are exploiting a critical JFrog Artifactory vulnerability to forge administrative tokens and potentially obtain elevated access. The issue may lead to urgent customer patching, increased scrutiny of JFrog’s security practices and potential customer-retention or liability concerns. Exploited JFrog Artifactory vulnerability
• Negative Sentiment: Director Frederic Simon sold 120,000 shares for approximately $11.2 million, and reports also cited a roughly $25.1 million sale by CTO Yoav Landman. Simon’s transaction was made under a Rule 10b5-1 plan, which reduces its predictive value, but the volume of insider selling can still pressure investor sentiment.

Analyst Ratings Changes

Several research firms have weighed in on FROG. JPMorgan Chase & Co. lifted their target price on JFrog from $100.00 to $115.00 and gave the stock an “overweight” rating in a report on Friday, August 7th. Needham & Company LLC reaffirmed a “buy” rating and issued a $115.00 target price on shares of JFrog in a research note on Thursday. Truist Financial lifted their price target on JFrog from $105.00 to $110.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Citigroup restated a “buy” rating on shares of JFrog in a report on Monday, June 8th. Finally, Benchmark upped their price objective on JFrog from $100.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Twenty-two equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, JFrog currently has a consensus rating of “Moderate Buy” and a consensus price target of $107.14.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in FROG. UBS Group AG increased its position in JFrog by 293.8% during the fourth quarter. UBS Group AG now owns 296,419 shares of the company’s stock worth $18,514,000 after buying an additional 221,155 shares during the last quarter. Summit Partners Public Asset Management LLC lifted its position in shares of JFrog by 77.8% in the fourth quarter. Summit Partners Public Asset Management LLC now owns 1,587,525 shares of the company’s stock valued at $99,157,000 after buying an additional 694,700 shares during the last quarter. Dana Investment Advisors Inc. acquired a new stake in shares of JFrog in the fourth quarter valued at approximately $2,013,000. American Capital Management Inc. bought a new position in shares of JFrog during the 2nd quarter worth approximately $1,225,000. Finally, Robeco Schweiz AG bought a new position in shares of JFrog during the 4th quarter worth approximately $11,293,000. Institutional investors own 85.02% of the company’s stock.

JFrog Company Profile

JFrog is a software company specializing in DevOps solutions designed to streamline the management, distribution and security of software binaries. Its core offering, JFrog Artifactory, serves as a universal artifact repository manager compatible with all major package formats, enabling development teams to store, version and share build artifacts across the software delivery pipeline. The company’s platform also includes tools for continuous integration and delivery (CI/CD), security scanning and release automation.

Among JFrog’s flagship products are JFrog Xray, a security and compliance scanning service that analyzes artifacts and dependencies for vulnerabilities; JFrog Pipelines, a CI/CD orchestration engine that automates build and release workflows; and JFrog Distribution, which accelerates the secure distribution of software releases to edge nodes and end users.